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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,273 | $175,231-22.8% | $149,696-9.6% | $139,466-3.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.44% | 166.77%-150.3pp | 134.46%-118.0pp | 373.66%-357.2pp |
| Employer contribution / active EE | $3,298 | $5,478-39.8% | $4,821-31.6% | $4,754-30.6% |
| Participant deferral / active EE | $6,130 | $6,521-6.0% | $5,682+7.9% | $6,712-8.7% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |